-49.5%
BIDU vs RY
+372.5%
-422.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | +0.2% |
| 7D | -2.4% | -0.5% | -1.9% | -2.1% |
| 30D | -16.0% | -1.9% | -14.1% | -14.9% |
| 3M | -24.0% | +5.1% | -29.1% | -26.9% |
| 6M | -24.9% | +28.2% | -53.0% | -36.9% |
| YTD | -29.6% | +22.9% | -52.4% | -39.1% |
| 1Y | -15.2% | +45.5% | -60.6% | -34.6% |
| 3Y | -32.2% | +156.7% | -188.9% | -65.6% |
| 5Y | -43.8% | +137.7% | -181.5% | -69.6% |
| 10Y | -49.5% | +375.5% | -425.0% | -81.4% |
| All | -49.5% | +372.5% | -422.0% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling